Donna L. Abelli CPA, MBA, AACSB Certification

advertisement

Donna L. Abelli

CPA, MBA, AACSB Certification

Flexible availability, including day and evening donna@abellicpa.com

Seeking: Academic Position – accounting, auditing, finance, general management

Profile

Executive with financial and operational experience in small market cap public companies in transition, venture-backed entities, financial services, nonprofits, and Big Four public accounting background.

Exceptional ability to build cross-functional trust and cooperation within and among departments through leadership, transparent information sharing, and team advocacy. Decisive, strategic thinker with proven ability to successfully affect change, develop and implement programs linked to corporate strategic goals that bring value and have bottom-line impact. Views accounting & finance department as a service organization, providing critical information to support operations.

Core Competencies

Communications and leadership: building team environment; earning trust of boards, investors, colleagues, staff, other third parties; effective spokesperson for the company

Strategic and critical thinking: developing short range and long term corporate goals and objectives; harmonizing goals and objectives of various departments to corporate goals; assessing options each step along the path of success; effectively deal with adversity

Focus on the customer, client, and market : successfully meeting the needs of the parties being served, including internal operations

Financial management and reporting : equity, debt and grant financing; IPOs; financial planning and reporting; treasury; contract negotiations; cost management; SEC & other regulatory reporting

Professional Experience

Suffolk University, Sawyer School of Business

Instructor , undergraduate Management Senior Capstone course

Spring 2013, 2014

Abelli CFO Outsourcing/Independent Contractor

*

Jan 2001 to Present

Sample client service activities at early-stage, emerging growth, small cap public companies (mainly in life sciences, as well as other industries): o Financings (equity, debt, grants); contract review; cost containment/reduction o Relationship management (boards, investors, bankers, attorneys, auditors, other 3 rd party providers, operational personnel and other colleagues) o Develop strategic business plans, financial modeling, budgets and forecasts working with business unit heads to ensure consistency and incorporate company goals throughout all operations o Establish or improve financial and SEC reporting and internal control structure, including Sarbanes-

Oxley implementation & compliance; audit preparation o Human resources functions including benefit programs

Other: successful business development efforts, speaking engagements, and written articles

*From Aug 2007 to Aug 2009 concurrent employment with AccountAbility Outsourcing, serving clients & business development

South Shore Stars, Inc

Oct 2009 to Jan 2013

Director of Administration

Nonprofit organization: provides comprehensive early education and youth development programs that enhance the development of children from economically and culturally diverse families through collaboration with schools and communities

Responsibilities: management leadership team; accounting; finance; facilities; human resources, information technology; and administration

Donna L. Abelli

CPA, MBA, AACSB Certification

Flexible availability, including day and evening donna@abellicpa.com

Biolink Corporation

Apr 2002 to Sep 2003

Chief Financial Officer

Private, venture-backed biotech/medical device manufacturer and research company

Responsibilities – executive leadership team; accounting, finance, human resources, investor relations, co-responsibility for operations

Organogenesis Inc.

Mar 1996 to May 2000

Chief Financial Officer, Vice President - Finance & Administration, Treasurer, and Secretary

Publicly traded biotechnology manufacturing and research company

Responsibilities – executive leadership team, accounting, finance, investor/public relations, information technology, human resources, purchasing, and materials management

PricewaterhouseCoopers LLP

Jun 1981 to Feb 1996

Partner, 1992 (legacy Coopers & Lybrand LLP)

Grew and sustained diverse, challenging, and profitable client portfolio with engagements ranging from large SEC corporations to emerging growth to not-for-profit organizations in the fields of life sciences, high-technology, financial services, nonprofit/quasi-government.

Experience in IPOs, SEC, and regulatory compliance.

Attained leadership positions on promotion committees, advocate and employee recognition programs, campus recruiting, office interview programs, and training.

Education

AACSB International – Bridge Program, certification practitioner faculty preparing for academic position

Suffolk University , Sawyer School of Management - MBA , Entrepreneurial Concentration, GPA 4.0

Bentley University - Bachelor of Science in Accountancy, with Highest Honors; Honor Society

Board and Other Affiliations

Independent Bank Corp/Rockland Trust

$6.2 billion public holding company & community/commercial bank

Chairman of the Board of Directors, former Chairman of the Audit Committee, and member of the

Executive Committee, since April 2005

Town of Easton (elected positions)

Boston Metro South Suburb, $73.5 million annual operating budget

Finance Committee Chairman, September 2003-April 2010; School Committee member, since April 2010

Massachusetts Society of Certified Public Accountants,

Current Member; Chairman of the Board of Directors, 1998/1999; former Committee Chairman and member: Business & Industry, Educational

Foundation, Compensation, and Nominations; Strategic Planning; Finance; and Planning & Evaluation.

American Institute of Certified Public Accountants,

Member 1983-2013; Elected Member AICPA

Council 1998 – 2002; Business & Industry Strategy Task Force.

Literacy Volunteers of America,

former Board member 1990-1996

Instructor experience:

Suffolk University undergraduate; industry seminars & panelist as CFO consultant; training courses at PwC; assistant to Bentley professors for case studies with students

Download